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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,733 | $160,059-10.8% | $140,019+1.9% | $135,379+5.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.65% | 911.44%-910.8pp | 651.15%-650.5pp | 519.79%-519.1pp |
| Employer contribution / active EE | $30,500 | $6,420+375.1% | $5,605+444.1% | $4,779+538.2% |
| Participant deferral / active EE | $6,167 | $7,641-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |